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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for PPL Corporation (PPL) is 7/10.
PPL reported Q1 ongoing EPS of $0.63, up $0.03 year-over-year, as the Pennsylvania rate case settlement was recommended for approval. The data center pipeline grew another 12% to 28.3 GW, and Kentucky load nearly doubled to 3.5 GW. Management reaffirmed all 2026 guidance at $1.90-$1.98 per share while announcing nuclear and pumped hydro partnerships to diversify the generation portfolio.
Scored from PPL Corporation’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.21B | +8.9% | $0.24 | +60.0% | 17.1% | 8.0% | $-349M |
| FY2025 Q1 | $2.50B | +8.7% | $0.56 | +33.3% | 27.1% | 16.5% | $-280M |
| FY2025 Q2 | $2.02B | +7.7% | $0.25 | -3.8% | 20.0% | 9.0% | $-328M |
| FY2025 Q3 | $2.24B | +8.4% | $0.43 | +48.3% | 25.4% | 14.2% | $-179M |
| FY2025 Q4 | $2.27B | +2.8% | $0.36 | +50.0% | 20.9% | 11.7% | $-614M |
| FY2026 Q1 | $2.77B | +10.8% | $0.60 | +7.1% | 26.6% | 16.3% | $-501M |
| FY2026 Q2 | $2.11B | +4.2% | $0.30 | +20.0% | 22.5% | 10.9% | $1.64B |
On August 21, 2026, the Rhode Island Public Utilities Commission approved oral motions in the base distribution rate case for PPL subsidiary The Narragansett Electric Company (d/b/a Rhode Island Energy), filed in November 2025. The decision authorizes annual revenue increases of $44.1 million for electric and $93.7 million for gas, a return on equity of 9.275%, and a capital structure of 48% debt to 52% equity. The RIPUC did not approve a proposed second rate year.
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